21Mar2025Double H Conversion Creates Risk for DJ Oil PipesCrude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley NoteDouble H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…READ
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
11Mar2025Pipelines Advance Supply Deals for Texas Data CentersEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NotePipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…READ
28Feb2025Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas HeaderKinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter…READ
27Feb2025Pipeline ‘Graveyard’ Could Dampen Steel Tariff ImpactsEquity, Kinder Morgan, South Bow, TC Energy, The Daley Note, WilliamsPresident Trump has ordered a new 25% tariff on steel imports that could raise costs for pipeline projects, though East…READ
6Feb2025Outrigger Deal Moves KMI Closer to Filling Double HBakken, Kinder Morgan, Natural Gas, Natural Gas Liquids, The Daley NoteKinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.READ
31Jan2025KMI Reports: What to Watch in 4Q EarningsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan reported 4Q24 results and gave midstream investors the first data points of the earnings season. There were a…READ
29Jan2025Plaquemines LNG Start Lifts KMI, Enbridge PipesEnbridge, Kinder Morgan, Natural Gas, The Daley NoteStartup of Plaquemines LNG is boosting flows on Kinder Morgan and Enbridge gas pipelines, passing 1.3 Bcf/d last week from…READ
28Jan2025KMI’s Trident Project Pops a Texas Gas BubbleKinder Morgan, Natural Gas, Permian, The Daley NoteKinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline to connect Permian gas to LNG export demand…READ
23Jan2025$844MM Outrigger Deal Kills Two Birds for KMIBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas LiquidsKinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…READ